Step 3 of 3
The subscription.
Screened records are delivered into the CRM your team already uses and kept current. What your sales team learns about each product is recorded against it and used on the next run.
It is the step where the system gets better for your product line specifically, and the one that depends most on your team's feedback.
Product records, in the tools your team runs.
Each product arrives as a record: the product, the checks, the sources, the open questions, any timing evidence, and the route it took. Records are updated when documentation, a filing or a posting changes what is known.
- New products in the application class are screened as they appear
- Changed evidence re-routes a product and says why
- Review decisions are recorded against the record
What sales learns changes the next run.
Outcomes for shortlisted products, from first contact through sampling, are stored as labels against the same record. Expert reviews are stored the same way. Together they are what the screen is measured against and tuned on.
The system does not promise meetings or revenue. It delivers records a field team can check, and it improves where the team says where it was wrong.
Products and companies, not people.
Records are about products and companies, with sources. Personal data is not collected from public traces. Where an engagement needs contact data, it comes from your own systems or a licensed provider.
- Every claim carries its source
- Missing evidence stays marked as missing
- Technical fit and commercial timing are judged separately
Next steps.
- Start with a screen
- Agree the record structure with whoever runs your CRM
- Decide who on your side reviews the flagged cases
The service · Step 1: the screen · Step 2: the regional map · How the system works
Discuss a subscription